+99.3%
HLT vs EQT
+32.0%
+67.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.1% |
| 7D | -1.6% | -2.0% | +0.4% | -1.4% |
| 30D | -5.0% | 0.0% | -5.0% | -5.0% |
| 3M | -10.4% | +5.9% | -16.3% | -11.0% |
| 6M | +3.2% | -14.8% | +18.0% | +5.1% |
| YTD | +6.7% | +1.8% | +5.0% | +5.8% |
| 1Y | +10.3% | +7.4% | +2.9% | +8.0% |
| 3Y | +99.3% | +33.6% | +65.7% | +85.0% |
| All | +99.3% | +32.0% | +67.3% | +85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded EQT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling